The changes affect Series F, F5, EF and EF5
The firm is also introducing three fixed-income mutual funds, with PineBridge managing two of them
The Elite Pricing program now includes auto-switching, “householding” and new rebate thresholds
IA Clarington Inhance Bond SRI Fund will invest primarily in a diversified selection of government and corporate debt securities as well as preferred shares
IA Clarington Managed Portfolios promise active management of security selection, tactical asset allocation and foreign currency exposure
Terry Thib named as portfolio manager to enhance the fund’s long-standing focus on quality, income-oriented equities
Investors who are in fee-for-service accounts are eligible for significant fee discounts
Carl Mustos succeeds David Scandiffio
New managers for three funds
Loomis Sayles, in-house managers to replace Aston Hill’s Ben Cheng